Are you looking for an opportunity to work with a reputable financial advisory firm? Our client is looking for a driven graduate to join them as a Trainee Financial Planner. In this role, you will have the opportunity to work alongside a well established team and learn from industry professionals.

What you will do:

Administrative:
- Ensuring client files are up to date and in order
- Updating back office systems (Adviser Office)
Assisting financial planners:
- Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
- Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
- Preparing for and minute taking for client and prospect meetings
- Gaining exposure to the full investment advice process
Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial Planning with the Chartered Institute of Insurance (CII)
Acquiring knowledge of company procedures and ensuring regulatory compliance

The ideal candidate will:

demonstrate a strong academic background;
have an interest in investment, economics and business; and
be expecting or achieved a 2:1 or First at a Russell Group University.

About You:

Excellent communication skills
Discretion and integrity
Proactive approach
Flexibility
Drive and determination
Meticulous attention to detail
Ability to work under pressure and to tight timescales
Team player and able to work under own initiative
Planning and organisational skills
Business and commercial awareness
Enquiring mindset

Trainee Financial Planner

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SALARY

£30000

LOCATION

Central London

CONTRACT TYPE

Graduate job (permanent)

JOB DESCRIPTION